Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $296 Billion
  • Q4 2024

Gilliland Jeter Wealth Management LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.4B, Nvidia Corp with a value of $20.4B, Walmart Inc. with a value of $11.2B, Ishares Russell 1000 Gr ETF with a value of $10.4B, and Amazon Com Inc with a value of $10.2B.

Examining the 13F form we can see an decrease of $13.3B in the current position value, from $310B to 296B.

Gilliland Jeter Wealth Management LLC is based out at Little Rock, AR

Below you can find more details about Gilliland Jeter Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $296 Billion
Technology: $83.4 Billion
ETFs: $58 Billion
Financial Services: $37.8 Billion
Healthcare: $22.3 Billion
Communication Services: $20.5 Billion
Energy: $20.5 Billion
Consumer Defensive: $16.6 Billion
Consumer Cyclical: $14 Billion
Other: $21.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.53B
$2.36 Billion 0.8% of portfolio
12,723
Q4 2024 Reduced 0.78%
$9.83B
$1.11 Billion 0.38% of portfolio
11,212
Q4 2023 New
$6.26B
$1.11 Billion 0.37% of portfolio
32,249
Q4 2024 Reduced 0.78%
$3.57B
$996 Million 0.34% of portfolio
34,322
Q3 2024 Added 35.89%
$3.75B
$849 Million 0.29% of portfolio
13,096
Q4 2023 New
$6.14B
$764 Million 0.26% of portfolio
27,012
Q4 2024 Reduced 41.04%
$2.83B
$710 Million 0.24% of portfolio
32,004
Q4 2024 Added 0.11%
$5.87B
$555 Million 0.19% of portfolio
12,471
Q4 2024 Added 0.31%
$5.96B
$396 Million 0.13% of portfolio
3,615
Q4 2024 Reduced 12.15%
$3.29B
$211 Million 0.07% of portfolio
6,600
Q4 2024 Reduced 2.94%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $296 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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